Installing the object-centric Order Management Starter Kit
The object-centric version of the Order Management Starter Kit works with objects and events created for object-centric process mining. Before you set up the object-centric version of the Order Management Starter Kit, you’ll need to enable and configure the Order Management process, load the object-centric data model with your data, and validate the perspective_celonis_OrderManagement perspective. See Prerequisites for the object-centric Order Management Starter Kit.
You can download the object-centric Order Management Starter Kit from the Celonis Marketplace. When you link the object-centric Order Management Starter Kit to the Order Management perspective, it uses the objects and events that you’ve already built from your source system data and stored in the OCPM Data Pool. You don’t have to create a new data connection.
Here's how to install the object-centric Order Management Starter Kit:
Open the Celonis Marketplace from the Celonis navigation bar, and search for all or part of the Starter Kit’s name. You’ll probably see a case-centric version of the Starter Kit and the original object-centric version. Only the object-centric versions are suitable for object-centric process mining.
Select "New Order Management Starter Kit (Object-centric)" to see the Starter Kit’s information page.
Select Get it now or Request access to install the Starter Kit. There's no data connector to download for the object-centric version of the Starter Kit, because it uses the data that's already in the OCPM Data Pool.
In Celonis, choose a Studio Space to install the app in. You can use an existing Studio Space or create a new one. (You can move the app after installation.) Click Confirm to proceed with the installation.
Set the Data Model variable for the Starter Kit to the supplied Order Management perspective perspective_celonis_OrderManagement, or if you’ve created a custom Order Management perspective, pick that instead. Here’s how to set the Data Model variable:
In the Studio overview, find the Starter Kit package in the space where you installed it, and click its tile.
Click the Package Settings icon (the box), and select Variables.
Select the Assign Data Model button, then search or browse for the Order Management perspective that you’re using, and click to select it.
Click Save to set the Data Model variable.
In the Starter Kit navigation in Studio, select the Overview view. It displays the current results for each KPI (key performance indicator). If results are zero or very different from what you expect, you can prioritize that use case for validation.
Start with the General Settings tab of the Setup and Validation view, and follow the instructions in Configuring settings to configure the Starter Kit’s variables, such as the currency variable (which defaults to euros).
Then, go to the Use Case Analysis view. For each use case you want to validate, go to its tab and click on the Configure button. Work through the steps to change the default parameters from the Starter Kit’s Knowledge Model to align with how things are done in your organization. We recommend you go through them all, unless you know you aren’t interested in that use case. If anything is still not how you want it, you can make further adjustments directly in the Knowledge Model. Validating KPIs explains the process.
If you want to customize the Starter Kit’s views to change their look, fit your business process, or include custom items in your Order Management perspective, edit them in Studio. Editing views explains the process. You’ll need Analyst permissions for Studio and the views to modify them. If you make any changes to view components that involve the calculated attributes from the Starter Kit’s Knowledge Model, we’ll automatically update the calculated attributes in the Knowledge Model. If you want to exclude some use cases, you can hide the tabs so that the business users won't have access to them in the Apps section. To do that, click on the three dots in the tab and select “Hide”.
When you’re happy with your results, publish a version of the Order Management Starter Kit. There's a Publish button at the top of all the screens in your Studio Space.
Tip
After publishing the package, if you make any further changes to variables in the Use Case Analysis or General Settings view, make sure you set these in both Studio and Apps. Changing the variables in Studio after publishing doesn’t affect the values in Apps.